September 24, 2019
Comments Off on Make sure your financial adviser’s credential is a credible one
Investors are understandably confused by the dazzling array of credentials financial professionals use to differentiate themselves when marketing their services. As the number of individuals who provide financial planning advice has increased over the years, the Certified Financial Planner (CFP®) ...
Tagged with: Patricia Foster The Informed Investor
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July 22, 2019
Comments Off on Avoiding schemes, scams and swindles after choosing your advisor
In previous columns we have discussed the importance of conducting due diligence in the process of selecting a financial services professional. There is much that you can do to screen out individuals and firms that do not deserve your trust. ...
Tagged with: Patricia Foster The Informed Investor
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May 28, 2019
Comments Off on Things clients should consider before investing with a robo-adviser
One of the trends that has transformed the financial services marketplace in recent decades is the increased complexity of financial products and services. Innovative technologies have resulted in a proliferation of new products designed to hedge market risk. As we ...
Tagged with: Patricia Foster The Informed Investor
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February 18, 2019
Comments Off on Navigating the markets: choosing a navigator
It’s a familiar scenario: As he is about to retire from a large, multinational corporation, a 60-something gentleman is faced with important financial decisions. Annuity or lump sum? He accepts the “lump sum” option and decides that he will need ...
Tagged with: Patricia Foster The Informed Investor
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January 22, 2019
Comments Off on Navigating the Financial Markets: Part I
Falling equity markets. Rising interest rates. Geopolitical forces. These and other factors contributed to the substantial volatility in our domestic financial markets as 2018 came to a close. Navigating the markets in the year ahead may be equally, if not ...
Tagged with: Managers at Work Patricia Foster
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November 26, 2018
Comments Off on Fund Fundamentals Part 3: Liquidity
The enduring popularity of mutual funds can be attributed, in part, to the fact that they provide investors with access to a professionally managed portfolio at a reasonable cost. In this third column in our series about investing in mutual ...
Tagged with: Patricia Foster The Informed Investor
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August 20, 2018
Comments Off on Mutual fund fundamentals: Part 2
Mutual funds continue to be a popular investment option for retail investors. At year-end 2017, retail investors owned 90 percent of the 18.7 trillion U.S. mutual fund assets, with the remaining 10 percent owned by institutional investors. Mutual funds appeal ...
Tagged with: Patricia Foster The Informed Investor
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June 8, 2018
Comments Off on To avoid confusion, know the ABCs of mutual fund classes
Nearly half of all U.S. households have investments in mutual funds. An estimated 100 million mutual fund investors include individuals from all age and income groups, with baby boomers accounting for a substantial portion. Yet, despite the enormous popularity of ...
Tagged with: Patricia Foster The Informed Investor
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March 11, 2018
Comments Off on It’s a caveat emptor investment world after all
Three significant trends have transformed the financial services marketplace in recent decades. The defined contribution plan has replaced the defined benefit plan as the principal retirement vehicle provided by most employers in the private sector. Advisory accounts are now more ...
Tagged with: Patricia Foster The Informed Investor
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